Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.2B
AUM Growth
-$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,245
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$145M
3
+$111M
4
V icon
Visa
V
+$106M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$93.8M

Top Sells

1
+$154M
2
+$143M
3
+$139M
4
GIS icon
General Mills
GIS
+$137M
5
AAPL icon
Apple
AAPL
+$110M

Sector Composition

1 Technology 14.42%
2 Healthcare 11.91%
3 Financials 8.67%
4 Consumer Staples 8.33%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$96.6M 0.27%
2,838,546
+1,500
102
$95.8M 0.26%
2,679,862
+2,623,329
103
$93.4M 0.26%
3,028,597
-176,073
104
$93M 0.26%
1,131,177
+175,572
105
$92.6M 0.26%
485,770
+67,812
106
$90.2M 0.25%
1,721,382
-558,331
107
$90.1M 0.25%
3,803,320
-1,449,190
108
$89M 0.25%
1,642,971
-164,644
109
$88.9M 0.25%
3,095,346
+38,507
110
$88.5M 0.24%
1,095,765
-102,339
111
$88.4M 0.24%
887,619
-28,823
112
$86.7M 0.24%
335,607
-16,806
113
$85.4M 0.24%
1,049,101
-32,965
114
$85M 0.23%
1,201,771
+14,586
115
$82.4M 0.23%
3,884,209
-1,093,914
116
$82.3M 0.23%
1,024,598
+51,960
117
$75.2M 0.21%
1,113,479
+194,350
118
$74.6M 0.21%
1,395,813
-450,775
119
$74.1M 0.2%
428,286
+11,017
120
$73.9M 0.2%
1,529,529
-579,097
121
$73.4M 0.2%
2,649,731
+694,922
122
$73.2M 0.2%
1,749,162
-12,939
123
$72.5M 0.2%
2,489,489
-600,346
124
$71.8M 0.2%
1,307,460
-226,607
125
$71.7M 0.2%
457,682
+37,976
3 4
5
6 7